Cape Investment Advisory’s Invesco Water Resources ETF PHO Stock Holding History

Cape Investment Advisory’s Portfolio PHO Stock Details PHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.18K	Buy	+75	New	+$5.06K	﹤0.01%	1020

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cape Investment Advisory's PHO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 75 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings.

381 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Cape Investment Advisory held 75 shares of Invesco Water Resources ETF worth $5.18K as of Q2 2026.
Invesco Water Resources ETF was a new Cape Investment Advisory position in Q2 2026.
Invesco Water Resources ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1020 holding.
381 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.